Vault-13

FIRST TR EXCHNG TRADED FD VI DJUL

FT VEST US EQT · ETP · CUSIP 33740F698

100 institutional holders +18 vs Q3 2023
7,792,6987.8m shares reported held*
$284.7mreported value*
21 new 38 added 20 reduced 7 sold out net bought ≈ $47.0m (+1.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $36.53.

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 42Q4 22: 50Q1 23: 54Q2 23: 50Q3 23: 82Q4 23: 100100Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 202242
Q4 202250
Q1 202354
Q2 202350
Q3 202382
Q4 2023100

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 22 bought or addedQ4 22: 14 cut or sold outQ4 22Q1 23: 18 bought or addedQ1 23: 19 cut or sold outQ1 23Q2 23: 7 bought or addedQ2 23: 29 cut or sold outQ2 23Q3 23: 63 bought or addedQ3 23: 13 cut or sold outQ3 23Q4 23: 59 bought or addedQ4 23: 27 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 20222214
Q1 20231819
Q2 2023729
Q3 20236313
Q4 20235927

Biggest buyers

OGOREK ANTHONY JOSEPH /NY/ /ADV Added +1,131,738+1.1m
Smart Money Group LLC New +542,216+542.2k
Bouchey Financial Group, Ltd. New +437,199+437.2k
COMMONWEALTH EQUITY SERVICES, LLC Added +165,008+165.0k
First Heartland Consultants, Inc. New +164,598+164.6k
Lifestyle Asset Management, Inc. Added +45,335+45.3k
WORLD EQUITY GROUP, INC. New +42,218+42.2k
Capital CS Group, LLC New +40,744+40.7k
Cambridge Investment Research Advisors, Inc. Added +38,977+39.0k
Atria Wealth Solutions, Inc. Added +37,032+37.0k

Biggest sellers

MILESTONE ASSET MANAGEMENT, LLC Sold out -688,853-688.9k
Foundations Investment Advisors, LLC Sold out -676,198-676.2k
Brookstone Capital Management Sold out -120,772-120.8k
IFP Advisors, Inc Reduced -73,064-73.1k
SMART Wealth LLC Reduced -63,380-63.4k
OSAIC HOLDINGS, INC. Reduced -29,767-29.8k
Ameritas Advisory Services, LLC Reduced -26,590-26.6k
HighTower Advisors, LLC Reduced -24,098-24.1k
SILVER OAK SECURITIES, INCORPORATED Sold out -11,300-11.3k
TOWNSQUARE CAPITAL LLC Sold out -9,343-9.3k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FIRST TRUST PORTFOLIOS LP 13G · institution -2.7 pts · filed 2026-10-22 36.6% -2.7 pts 3.5m≈ $174.1m 2026-10-22

Holders, Q4 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 OGOREK ANTHONY JOSEPH /NY/ /ADV 19.25% of their portfolio WILLIAMSVILLE, NY 1,451,2851.5m $53.0m $53.0m 19.25% Added +1.1m +1,131,738
2 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 942,912942.9k $34.4m $34.4m 0.06% Reduced -29.8k -29,767
3 Lifestyle Asset Management, Inc. 16.84% of their portfolio FRIENDSWOOD, TX 829,618829.6k $30.3m $30.3m 16.84% Added +45.3k +45,335
4 Smart Money Group LLC 8.62% of their portfolio EASTLAND, TX 542,216542.2k $19.8m $19.8m 8.62% New
5 Bouchey Financial Group, Ltd. 1.71% of their portfolio TROY, NY 437,199437.2k $16.0m $16.0m 1.71% New
6 Ignite Planners, LLC 3.11% of their portfolio SAN CLEMENTE, CA 288,081288.1k $10.5m $10.5m 3.11% Added +13.7k +13,657
7 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 278,751278.8k $10.2m $10.2m 0.02% Added +20.1k +20,115
8 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 267,339267.3k $9.8m $9.8m 0.02% Added +165.0k +165,008
9 AE Wealth Management LLC 0.04% of their portfolio TOPEKA, KS 206,036206.0k $7.7m $7.7m 0.04% Added +24.6k +24,643
10 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 181,606181.6k $6.6m $6.6m 0.00% Reduced -1.7k -1,685
11 First Heartland Consultants, Inc. 0.72% of their portfolio LAKE ST. LOUIS, MO 164,598164.6k $6.0m $6.0m 0.72% New
12 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 143,684143.7k $5.2m $5.2m 0.02% Added +39.0k +38,977
13 Commonwealth Financial Services, LLC 1.14% of their portfolio VIENNA, WV 133,083133.1k $4.9m $4.9m 1.14% Reduced -549 -549
14 Scissortail Wealth Management, LLC 1.38% of their portfolio TULSA, OK 116,339116.3k $4.3m $4.3m 1.38% Added +1.8k +1,768
15 Comprehensive Financial Consultants Institutional, Inc. 1.62% of their portfolio Bloomington, IN 95,51895.5k $3.5m $3.5m 1.62% Added +14.7k +14,700
16 Donald L. Hagan, LLC 1.59% of their portfolio Sarasota, FL 78,78278.8k $2.9m $2.9m 1.59% Reduced -147 -147
17 REAP Financial Group, LLC 0.83% of their portfolio AUSTIN, TX 78,05778.1k $2.8m $2.8m 0.83% First filing
18 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.24% of their portfolio CEDAR RAPIDS, IA 72,08172.1k $2.6m $2.6m 0.24% Added +1.8k +1,815
19 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 71,99172.0k $2.6m $2.6m 0.02% Reduced -508 -508
20 RFG Advisory, LLC 0.10% of their portfolio BIRMINGHAM, AL 67,79167.8k $2.5m $2.5m 0.10% Reduced -404 -404
21 Cetera Advisors LLC 0.03% of their portfolio DENVER, CO 58,54858.5k $2.1m $2.1m 0.03% Added +1.4k +1,380
22 Spire Wealth Management 0.07% of their portfolio MCLEAN, VA 56,07056.1k $2.1m $2.1m 0.07% Added +23.6k +23,561
23 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 54,16554.2k $2.0m $2.0m 0.00% Reduced -105 -105
24 CWM, LLC 0.01% of their portfolio OMAHA, NE 47,09247.1k $1.7m $1.7m 0.01% Added +35.5k +35,503
25 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 46,25746.3k $1.7m $1.7m 0.00% Reduced -5.2k -5,239
26 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 45,58445.6k $1.7m $1.7m 0.02% Added +37.0k +37,032
27 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 44,97745.0k $1.6m $1.6m 0.02% Added +5.6k +5,609
28 WORLD EQUITY GROUP, INC. 0.31% of their portfolio SCHAUMBURG, IL 42,21842.2k $1.5m $1.5m 0.31% New
29 Capital CS Group, LLC 1.65% of their portfolio IRVINE, CA 40,74440.7k $1.5m $1.5m 1.65% New
30 Sunbelt Securities, Inc. 0.17% of their portfolio HOUSTON, TX 37,73537.7k $1.4m $1.4m 0.17% Added +14.2k +14,164
31 Pinnacle Wealth Planning Services, Inc. 0.20% of their portfolio MANSFIELD, OH 34,89734.9k $1.3m $1.3m 0.20% Added +19.9k +19,872
32 HARBOUR INVESTMENTS, INC. 0.05% of their portfolio MADISON, WI 31,45931.5k $1.1m $1.1m 0.05% Added +525 +525
33 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 31,21431.2k $1.1m $1.1m 0.01% Added +6.9k +6,935
34 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 30,41130.4k $1.1m $1.1m 0.01% Added +14.0k +14,047
35 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 29,26429.3k $1.1m $1.1m 0.00% New
36 Mariner, LLC 0.00% of their portfolio Overland Park, KS 28,71028.7k $1.0m $1.0m 0.00% Added +1.1k +1,060
37 Claro Advisors Inc. 0.22% of their portfolio BOSTON, MA 27,98128.0k $1.0m $1.0m 0.22% Added +2.9k +2,930
38 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 27,89227.9k $1.0m $1.0m 0.00% Added +1.7k +1,730
39 Strategic Blueprint, LLC 0.08% of their portfolio ATLANTA, GA 26,30826.3k $960.2k $960.2k 0.08% Reduced -7.9k -7,874
40 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 25,95226.0k $949.0k $949.0k 0.00% Reduced -24.1k -24,098
41 Clear Creek Financial Management, LLC 0.14% of their portfolio SILVERDALE, WA 24,58824.6k $897.4k $897.4k 0.14% Added +3.8k +3,751
42 EPG Wealth Management LLC 0.24% of their portfolio ATLANTA, GA 24,00024.0k $898.3k $898.3k 0.24% Unchanged
43 Stratos Wealth Advisors, LLC 0.05% of their portfolio BEACHWOOD, OH 23,77323.8k $867.7k $867.7k 0.05% Reduced -2.2k -2,227
44 IFP Advisors, Inc 0.04% of their portfolio TAMPA, FL 22,75422.8k $830.5k $830.5k 0.04% Reduced -73.1k -73,064
45 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.04% of their portfolio RICHMOND, VA 22,71822.7k $829.2k $829.2k 0.04% Added +7.8k +7,755
46 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 21,25621.3k $794.1k $794.1k 0.04% Reduced -26.6k -26,590
47 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 21,17221.2k $772.8k $772.8k 0.01% Added +2.4k +2,410
48 Encompass More Asset Management 0.86% of their portfolio Danville, CA 21,05521.1k $768.5k $768.5k 0.86% First filing
49 BAKER TILLY WEALTH MANAGEMENT, LLC 0.12% of their portfolio MADISON, WI 20,22420.2k $738.2k $738.2k 0.12% Added +9.0k +8,976
50 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 18,46518.5k $674.0k $674.0k 0.00% New
51 Ferguson Shapiro LLC 0.30% of their portfolio DECATUR, GA 16,76516.8k $611.9k $611.9k 0.30% Added +7.2k +7,250
52 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 16,63016.6k $616.0k $616.0k 0.01% Reduced -5.7k -5,723
53 Tanglewood Legacy Advisors, LLC 0.31% of their portfolio HOUSTON, TX 15,54415.5k $567.3k $567.3k 0.31% Unchanged
54 Cypress Wealth Services, LLC 0.14% of their portfolio PALM DESERT, CA 15,16315.2k $553.4k $553.4k 0.14% Unchanged
55 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 15,13015.1k $552.0k $552.0k 0.00% New
56 Prosperity Consulting Group, LLC 0.18% of their portfolio OWINGS MILLS, MD 14,76914.8k $539.1k $539.1k 0.18% Reduced -1.1k -1,096
57 HBW ADVISORY SERVICES LLC 0.09% of their portfolio SIMI VALLEY, CA 13,84413.8k $505.0k $505.0k 0.09% New
58 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 11,81411.8k $431.2k $431.2k 0.02% Added +1.6k +1,625
59 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 11,45011.4k $417.9k $417.9k 0.00% Added +400 +400
60 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 11,27811.3k $411.6k $411.6k 0.01% New
61 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 11,27611.3k $411.1k $411.1k 0.00% New
62 Orion Portfolio Solutions, LLC 0.00% of their portfolio Omaha, NE 11,27611.3k $411.1k $411.1k 0.00% New
63 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 11,09611.1k $404.0k $404.0k 0.00% New
64 Main Street Financial Solutions, LLC 0.05% of their portfolio NEWTOWN, PA 9,8109.8k $358.1k $358.1k 0.05% Reduced -190 -190
65 StoneX Group Inc. 0.04% of their portfolio NEW YORK, NY 9,7729.8k $356.7k $356.7k 0.04% Added +600 +600
66 Integrity Financial Corp /WA 0.26% of their portfolio JACKSON, WY 9,7069.7k $354.3k $354.3k 0.26% Added +217 +217
67 Cambridge Advisors Inc. 0.09% of their portfolio OMAHA, NE 9,5009.5k $346.7k $346.7k 0.09% Unchanged
68 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 9,4839.5k $346.1k $346.1k 0.00% Reduced -1.1k -1,120
69 1ST SOURCE BANK 0.02% of their portfolio SOUTH BEND, IN 8,9398.9k $326.3k $326.3k 0.02% Unchanged
70 Keystone Wealth Services, LLC 0.11% of their portfolio PALM DESERT, CA 8,8208.8k $321.9k $321.9k 0.11% Reduced -20 -20
71 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 8,5858.6k $313.3k $313.3k 0.01% Unchanged
72 LVZ, Inc. 0.04% of their portfolio Holland, MI 8,4888.5k $309.8k $309.8k 0.04% Added +2.1k +2,117
73 Meridian Wealth Management, LLC 0.02% of their portfolio LEXINGTON, KY 8,1858.2k $298.5k $298.5k 0.02% Added +175 +175
74 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 7,8687.9k $287.0k $287.0k 0.02% Added +156 +156
75 Essex Financial Services, Inc. 0.03% of their portfolio ESSEX, CT 7,4407.4k $271.6k $271.6k 0.03% New
76 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio AUSTIN, TX 7,0507.0k $257.3k $257.3k 0.01% New
77 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 6,4536.5k $236.0k $236.0k 0.00% New
78 ARBOR CAPITAL MANAGEMENT INC /ADV 0.18% of their portfolio ANCHORAGE, AK 6,4506.5k $233.4k $233.4k 0.18% Unchanged
79 FinTrust Capital Advisors, LLC 0.05% of their portfolio Greenville, SC 6,4006.4k $233.6k $233.6k 0.05% Added +3.5k +3,550
80 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.02% of their portfolio BIRMINGHAM, AL 6,2756.3k $229.0k $229.0k 0.02% Unchanged
81 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 6,2486.2k $228.0k $228.0k 0.01% Added +145 +145
82 SMART Wealth LLC 0.12% of their portfolio Omaha, NE 5,9796.0k $218.2k $218.2k 0.12% Reduced -63.4k -63,380
83 Eudaimonia Partners, LLC 0.06% of their portfolio Winchester, TN 5,9015.9k $215.4k $215.4k 0.06% Unchanged
84 Inspire Advisors, LLC 0.03% of their portfolio Meridian, ID 5,7005.7k $208.0k $208.0k 0.03% New
85 Dogwood Wealth Management LLC 0.14% of their portfolio LENEXA, KS 4,9194.9k $179.5k $179.5k 0.14% First filing
86 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 2,4162.4k $88.0k $88.0k 0.01% Added +892 +892
87 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 2,2312.2k $81.4k $81.4k 0.00% New
88 DHJJ Financial Advisors, Ltd. 0.03% of their portfolio NAPERVILLE, IL 1,5301.5k $55.8k $55.8k 0.03% Reduced -1.6k -1,620
89 BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio ST. LOUIS, MO 1,2801.3k $47.0k $47.0k 0.00% Unchanged
90 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,1681.2k $42.6k $42.6k 0.00% New
91 MTM Investment Management, LLC 0.02% of their portfolio SPARTANBURG, SC 1,0001.0k $36.5k $36.5k 0.02% New
92 AlphaMark Advisors, LLC 0.01% of their portfolio FT. WRIGHT, KY 750750 $27.0k $27.0k 0.01% Unchanged
93 Glen Eagle Advisors, LLC 0.01% of their portfolio KINGSTON, NJ 700700 $25.5k $25.5k 0.01% Unchanged
94 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 681681 $24.9k $24.9k 0.00% Unchanged
95 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 670670 $24.5k $24.5k 0.00% First filing
96 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 598598 $21.8k $21.8k 0.00% Unchanged
97 WETZEL INVESTMENT ADVISORS, INC. 0.01% of their portfolio INDIANAPOLIS, IN 512512 $19.0k $19.0k 0.01% First filing
98 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 356356 $13.0k $13.0k 0.00% Unchanged
99 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 315315 $11.5k $11.5k 0.00% Unchanged
100 Impact Partnership Wealth, LLC 0.00% of their portfolio MARIETTA, GA 3535 $1.3k $1.3k 0.00% New